BambooHR offers a single system to consolidate all employee and human resources related data and to manage a number of human resources activities. The software can be used to build a centralized database of employee profiles that can be accessed by anyone in the company, with the access permissions you define. Each profile can store personal information and a photo, as well as details on benefits, salary, time off, documents, training, and more. You can also add custom fields to record important information unique to your company.
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Connecting Adeptia Connect with BambooHR
While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect BambooHR with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.
To connect your BambooHR account with Adeptia Connect, you need to first create a BambooHR account. After creating an account, click 
to add an account.
Specify the following information for BambooHR:
To retrieve API keys, click Click here to visit your BambooHR account for API keys.
Perform the following steps to create your API key:
- Login to BambooHR.
- Click Add a New Key.
Your API key is created as shown.
- Click Save.
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
Following triggers are available for BambooHR at Source:
Trigger Name | Description |
|---|---|
| List Employee Files and Categories | Triggers and fetches an employee categories and files list. |
| List Company Files and Categories | Triggers and fetches a company categories and files list. |
| All Benefit Coverage | Triggers and fetches all benefit coverages of an employee. |
| Get Specific Benefit Coverage | Triggers and fetches a specific benefit coverage of an employee. |
All Employees | Triggers and fetches the personal information of all employees. |
| All Employee with Tabular Data | Triggers and fetches information of all employees with tabular data. |
| Get an Employee | Triggers and fetches information of an employee. |
| Updated Employee Tabular Data | Triggers and fetches information of a table for an updated employee. |
| Get an Employee Default Withholdings | Triggers and fetches information of a specific employee default withholdings. |
| Get an Employee Direct Deposit Information | Triggers and fetches information of a specific employee direct deposit information. |
| Get an Employee Unpaid PayStub | Triggers and fetches information of a specific employee unpaid pay stub. |
| Get an Employee PayStub | Triggers and fetches information of the employee's pay stub. |
| Get an Employee Payroll Deduction | Triggers and fetches information of payroll deduction of an employee. |
| Get a Time Tracking Record | Triggers and fetches information of a time tracking record. |
| All Employee's Dependent | Triggers and fetches information of all dependents of all employees. |
| Get a Dependent of the Employee | Triggers and fetches information of a specific dependent of an employee. |
| All Benefit Group Employee | Triggers and fetches information of all benefit group employees. |
| Get a Benefit Group Employee | Triggers and fetches information of a specific benefit group employee. |
| All Benefit Group Plan | Triggers and fetches information of all benefit group plans. |
| Get a Benefit Group Plan | Triggers and fetches information of a specific benefit group plan. |
| All Benefit Group Plan Cost | Triggers and fetches information of all benefit group plans cost. |
| Get a Benefit Group Plan Cost | Triggers and fetches information of a specific benefit group plan cost. |
| All Benefit Plan | Triggers and fetches information of all benefit plans. |
| Get a Benefit Plan | Triggers and fetches information of a specific benefit plan. |
| All Benefit Plan Coverage | Triggers and fetches information of all benefit plans coverage. |
| Get a Benefit Plan Coverage | Triggers and fetches information of a specific benefit plan coverage. |
| Get a Benefit Plan Employee Deduction | Triggers and fetches information of all employees deduction by a specific benefit plan. |
| Get Benefit Deductions for an Employee | Triggers and fetches information of all benefit deductions for a specific employee. |
| Get Plan Deductions for an Employee | Triggers and fetches information of all plan deductions for a specific employee. |
| All Benefit Group | Triggers and fetches information of all benefit groups. |
| Get a Benefit Group | Triggers and fetches information of a specific benefit group. |
| New Employee | Triggers when a new employee is added. Fetches only the personal details of an employee. |
| New Employee with Tabular Data | Triggers when a new employee is added. Fetches all the personal details of an employee. |
| Updated Employee | Triggers when an employee's details are updated. Fetches only the personal details of an employee. |
| Updated Employee with Tabular Data | Triggers when an employee's details are updated. Fetches all the details of an employee. |
| New or Updated Employee | Triggers when an employee is created or an employee's details are updated. Fetches only the personal details of an employee. |
| New or Updated Employee with Tabular Data | Triggers when an employee is created or an employee's details are updated. Fetches all the details of an employee. |
| All Time Off Request | Triggers and fetches a list of employees who are out, including company's holiday. |
| All Time Off Estimate Balance | Triggers and fetches the estimation of future time off balance. |
| All Assigned Time Off Policies for an Employee | Triggers and fetches information of all assigned time off policies for an employee. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.
Following actions are available for BambooHR at Destination.
Action Name | Description |
|---|---|
Create Employee | Adds a new employee. |
Update Employee | Updates an existing employee detail. |
| Add Employee File Category | Adds a category to add files for an employee. |
| Update Employee File | Updates file attributes of an employee. |
| Delete Employee File | Deletes a file of an employee. |
| Add Company File Category | Adds a category to add files for a company. |
| Update Company File | Updates the file attributes of a company. |
| Delete Company File | Deletes a file of a company. |
| Add TimeOff Request | Adds a new time off request. |
| Update TimeOff Request Status | Updates the status of a request in the system. You can use this to approve, deny, or cancel the time off request. |
| Add Time Off History Entry | Adds a new time off history to the database. |
| Assign Time Off policies for the Employee | Assigns a time off policy to the employee with accruals starting on the specified date. |
| Add Time Off History Override | Adds a new time off history to the database. |
| Change Employee Dependent | Changes the information of the specified dependent Id. |
| Add Employee Dependent | Adds a new dependent of an employee. |
| Change Benefit Plan | Changes the information of the specified benefit plan Id. |
| Add Benefit Plan | Adds a new benefit plan. |
| Change Benefit Plan Coverage | Changes the information of the specified benefit plan coverage Id. |
| Add Benefit Plan Coverage | Adds a new benefit plan coverage. |
| Change Benefit Group | Changes the information of the specified benefit group. |
| Add Benefit Group | Adds a new benefit group. |
| Add Benefit Group Employee | Adds a new benefit group employee. |
| Add Benefit Group Plan | Adds a new benefit group plan. |
| Add Benefit Group Plan Cost | Adds a new benefit group plan cost. |
| Add Employee Default Withholding | Adds a new default withholding for an employee. |
| Clear Employee Default Withholding | Clears an existing employee tax withholding data. |
| Add Employee Direct Deposit Information | Adds a new deposit information of an employee. |
| Clear Employee Direct Deposit information | Clears an existing employee deposit data. |
| Add Employee Unpaid Paystub | Adds unpaid paystub for an employee. |
| Clear Employee Unpaid Paystub | Clears an existing unpaid paystub for an employee. |
| Add Employee Paystub | Adds a new paystub for an employee. |
| Clear Employee Paystub | Clears an existing paystub for an employee. |
| Delete Time Tracking Record | Deletes an existing time tracking record. |
| Add Time Tracking Record | Adds a new time tracking record. |
| Adjust Time Tracking Record | Adjusts an existing time tracking record. |